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Sponsor portfolio

ST. MARGARET'S FOUNDATION

EIN 27-2362741-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$422K assets
Welfare
1
$201K premiums
Participants
401
3525 BIENVILLE STREET - NEW ORLEANS, LA 70119504-279-6414
Plans on this EIN
2 filings
#001403b-$422K - 282 part#501Fully Insured-$201K - 119 lives

Benefits portfolio analytics

1 plan / $201K premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$112K
  • Dental$89K
  • Vision$89K
  • Life$89K
  • Short-term disability$89K
  • Long-term disability$89K
  • +1 more
Total $201K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNITEDHEALTHCARE INSURANCE COMPANY56%
  • METROPOLITAN LIFE INSURANCE COMPANY44%
Total $201K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $24K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ST. MARGARET'S DAUGHTERS 403(B) PLAN

403b

Assets$422K
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ST. MARGARET'S FOUNDATION WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$201K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ST. MARGARET'S DAUGHTERS 403(B) PLAN403b$422K2822025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST. MARGARET'S FOUNDATION WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$201K1192025
Retirement plans
Welfare plans
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